See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,046 | $29,660-12.2% | $56,411-53.8% | $80,856-67.8% |
| Participation rate | 97.7% | 41.6%+56.0pp | 52.5%+45.2pp | 67.6%+30.0pp |
| Annual return | 14.28% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,108 | $669+364.4% | $1,039+199.3% | $2,755+12.8% |
| Participant deferral / active EE | $2,351 | $1,226+91.7% | $1,952+20.4% | $4,296-45.3% |
| Admin fee / account holder | $540 | $2,428-77.8% | $2,829-80.9% | $6,918-92.2% |